Brian Dress, CFA

I'm Brian, Director of Research at Left Brain Wealth Management. I work with corporate executives and high-net-worth investors who've built wealth through concentrated stock positions and equity compensation, not traditional savings. I focus on the planning challenges that come with RSUs, options, and single-stock concentration.

Before Left Brain I traded and managed portfolios at AE Trading. I studied international economics at Georgetown and hold the CFA charter.

Ask me about concentrated stock strategies, equity compensation planning, and wealth management for executives.